Built for asset managers—not general-purpose technology consulting.

AUMOps is an applied AI and technical operations firm for boutique and mid-sized asset managers.

Growing asset managers often reach a point where off-the-shelf software is no longer enough, but an enterprise transformation is unnecessary. Distribution works across intermediary and institutional channels. Product teams coordinate vehicles, share classes, performance, benchmarks, holdings, commentary, and disclosures. Operations receives data from administrators and other third parties. Marketing tries to connect engagement to pipeline. The seams become manual.

AUMOps exists for that middle ground. We combine applied AI, software implementation, data integration, marketing technology, and custom development with an understanding of mutual funds, ETFs, SMAs, model portfolios, private-market strategies, and the workflows used to bring them to advisors, home offices, consultants, and allocators.

For AI, that means more than model access. It means permission-aware product knowledge, cited answers, defined outputs, human review, evaluations, logs, and controlled actions inside CRM, reporting, content, and diligence workflows.

The objective is not to replace every platform. It is to make the asset-management stack operate coherently, fill the gaps that matter, and create measurable capacity across distribution, product, marketing, data, and investment operations.